All
  • All
  • Articles
  • Squawks
  • Trade views
  • Must reads
  • Videos
  • Calendar
Views
Write a Squawk
No posts
  • 2y
    Adam Courtenay Adam Courtenay
    Economic need? The UK has plenty of oil still, no? It's making a mess of America, causing problems with farmers who find their lands spoiled, dirtying up...
    2y
    Krunil48 Krunil48
    'Get cracking with the fracking!' - It appears all forms of 'dirty' energy are harmful in the long term. Fracturing the rock beneath our feet by injecting...
  • Editor’s Picks / 29 June 2016 at 5:24 GMT

    Volkswagen's cheques won't put the brakes on 'dieselgate'

    Bloomberg
    Cheques for $5,100 to $10,000 written to Americans who bought Volkswagen diesel cars equipped to fool emissions tests may appease those owners, but they hardly constitute a victory for clean air. Rather than declare the matter closed, regulators in the US and Europe need to redouble efforts to end all varieties of test-gaming in the auto industry. Since VW’s “dieselgate” broke last September, Mitsubishi has admitted it cheated on fuel-efficiency tests, and Renault recalled 15,000 vehicles with faulty pollution-filtering systems.
    Read article on Bloomberg
    Go to post
  • Article / 14 April 2016 at 16:34 GMT

    Norway excludes 52 coal companies from giant oil fund

    Consulting editor / TradingFloor
    Norway
    Norway excludes 52 coal companies from giant oil fund
    Norway's $863 billion sovereign wealth fund, the world's biggest, has excluded 52 coal-mining companies and coal-fired power producers from its investment portfolio under new criteria that spotlight coal as an environmental and climate problem. The divestments are of shares in companies in the US, China, India, Japan, the UK and eight other countries.
    Read the article
    3y
    seas seas
    As if sucking the blood from the earth is not a problem.
  • Editor’s Picks / 03 February 2016 at 4:35 GMT

    Oil-obsessed markets ignore the ultimate liquid asset

    South China Morning Post
    In any country, there are two truly liquid assets that drive economic activity – oil and water. Water supply has geopolitical and economic effects on a local and global scale. China’s attempts to harness the waters of the Yarlung Tsangpo have been a source of tension between China and India. While Singapore imports water from Malaysia, it has also constructed desalination plants. Singapore has become a focal point for water technology. In Africa, Ethiopia’s proposed Grand Renaissance Dam makes Cairo fearful of the effects on the Nile. Water scarcity has profound implications for geopolitics and economic development. Markets pay close attention to the price of oil but water’s geopolitical importance cannot be ignored.
    Read article on South China Morning Post
    Go to post
  • Editor’s Picks / 02 November 2015 at 23:56 GMT

    Porsche targeted as US expands VW emissions probe

    Bloomberg
    Volkswagen AG is under increasing scrutiny after US regulators expanded their probe of the emissions cheating scandal to include more models from Audi and diesels from Porsche, the business that had been run by the man tapped to clean up the car maker. The US Environmental Protection Agency said on Monday that some 2014-2016 VW, Audi and Porsche models with 3.0 litre engines have equipment to alter their emissions systems when they’re not being tested, the agency said in a letter posted to its website. “VW has once again failed in its obligation to comply with the law that protects clean air for all Americans,” said Cynthia Giles, assistant administrator of EPA’s Office of Enforcement and Compliance Assurance.
    Read article on Bloomberg
    Go to post
  • Editor’s Picks / 25 October 2015 at 21:12 GMT

    GDP targets, hurdles on agenda at China's top party meeting

    Nikkei Asian Review
    China's Communist Party is gathering for a conference that will focus on the first five-year plan drawn up under President Xi Jinping – the party's 18th Central Committee, or Fifth Plenum for short. The plan, which will set policy to 2020, is being talked up as a blueprint for improving the quality of growth. The world will be watching for GDP forecasts. The current plan assumes growth of 7%, but the next may aim at the 6% range. Real GDP expanded 6.9% in Q3, missing 7% for the first time in years. But pursuing growth alone will not solve China's development problems, such as pollution and income disparities. The plan will need to show a detailed road map for reforms.
    Read article on Nikkei Asian Review
    Go to post
  • Editor’s Picks / 07 October 2015 at 5:09 GMT

    Indonesia's haze hammers goodwill

    Bloomberg
    As Singapore and Malaysia wheeze from cloying smoke generated by forest fires in Indonesia, the costs to tourism and health and productivity in the two countries could be outweighed by the impact on Indonesia itself – and the country's regional reputation. Pooi Koon Chong writes the smog has shrouded Singapore and Malaysia for weeks and is likely to manifest in fewer tourist arrivals as some countries are starting to send travel warnings about the two countries, which might impact hotels and retail spending. The impact on Singapore could range from 0.1% to 0.4% of gross domestic product.
    Read article on Bloomberg
    Go to post
  • Trade view / 10 March 2015 at 6:01 GMT
    Strategic trade

    Focus on taxi apps, pollution to boost carmaker Kandi

    China Watcher / Shanghai
    China
    China looks ready to regulate its taxi industry, and the merged entity formed from rival taxi hailing apps looks set for a move into public transport and car sharing. In addition, a popular documentary on pollution has gone viral and even overshadowed the National People's Congress. Any resulting goverment moves to curb polliution are likely to give electric vehicle manufacturer Kandi a boost. Kandi has been successful in developing its electric car sharing business across China, and the industry seems to be enjoying growing acceptance.
    Read the Trade View
    4y
    Arthur Porcari Arthur Porcari
    Neil, another timely recommendation on KNDI, though I hope you are prepared to raise your target price as $16 approaches.

    If I may share, yesterday afternoon I published...
    4y
    Neil_Flynn Neil_Flynn
    I enjoyed reading your report, which was very in-depth. Given the duration of the trade view, $16 is a reasonably conservative target, especially given that we are...
    4y
    Arthur Porcari Arthur Porcari
    Neil, I appreciate your comment about my article. My comment about raising your target was really just "tongue and cheek" certainly a $16 target for just...